INVST’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,670
| Closed | -$293K | – | 282 |
|
|
2024
Q4 | $293K | Buy |
6,670
+269
| +4% | +$11.8K | 0.04% | 207 |
|
|
2024
Q3 | $254K | Sell |
6,401
-609
| -9% | -$24.2K | 0.03% | 219 |
|
|
2024
Q2 | $280K | Buy |
7,010
+32
| +0.5% | +$1.28K | 0.03% | 218 |
|
|
2024
Q1 | $262K | Buy |
6,978
+84
| +1% | +$3.15K | 0.03% | 204 |
|
|
2023
Q4 | $228K | Buy |
+6,894
| New | +$228K | 0.03% | 197 |
|
|
2020
Q1 | – | Sell |
-8,411
| Closed | -$296K | – | 108 |
|
|
2019
Q4 | $296K | Sell |
8,411
-16
| -0.2% | -$563 | 0.11% | 66 |
|
|
2019
Q3 | $240K | Sell |
8,427
-18
| -0.2% | -$513 | 0.11% | 69 |
|
|
2019
Q2 | $248K | Sell |
8,445
-168
| -2% | -$4.93K | 0.13% | 51 |
|
|
2019
Q1 | $246K | Buy |
8,613
+151
| +2% | +$4.31K | 0.12% | 54 |
|
|
2018
Q4 | $209K | Buy |
+8,462
| New | +$209K | 0.12% | 45 |
|